Payoneer
PAYO
287 hedge funds and large institutions have $1.74B invested in Payoneer in 2025 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 97 increasing their positions, 100 reducing their positions, and 38 closing their positions.
1,188% more call options, than puts
Call options by funds: $12.6M | Put options by funds: $982K
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
24% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 38
1% more funds holding
Funds holding: 285 → 287 (+2)
3% less repeat investments, than reductions
Existing positions increased: 97 | Existing positions reduced: 100
1.71% less ownership
Funds ownership: 88.86% → 87.14% (-1.7%)
10% less capital invested
Capital invested by funds: $1.93B → $1.74B (-$190M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BNP Paribas Asset Management
Paris,
France
|
+$79.5M |
| 2 |
D.E. Shaw & Co
New York
|
+$9.92M |
| 3 |
Marshall Wace
London,
United Kingdom
|
+$5.55M |
| 4 |
Jane Street
New York
|
+$5.46M |
| 5 |
HF
HRT Financial
New York
|
+$5.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Susquehanna Capital Management
Bala Cynwyd,
Pennsylvania
|
-$27.3M |
| 2 |
Temasek Holdings
Singapore
|
-$15.4M |
| 3 |
Millennium Management
New York
|
-$12.8M |
| 4 |
JGC
J. Goldman & Co
New York
|
-$10M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
-$7.78M |
PAYO Hedge Fund Activity: Q4 2025 in Review
287 of the 8,270 institutional investors tracked by Wall St. Rank reported a position in Payoneer (PAYO) for Q4 2025, worth a combined $1.74B — down 9.9% from $1.93B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new PAYO positions and 38 closed out — a net gain of 9 holders — while 97 added to existing stakes and 100 trimmed.
The largest buyer was BNP Paribas Asset Management, adding an estimated $79.5M. The largest seller was Susquehanna Capital Management, cutting an estimated $27.3M.
- 287 institutional investors held Payoneer (PAYO) as of Q4 2025, up from 285 in Q3 2025.
- Funds reported $1.74B of Payoneer stock for Q4 2025, down 9.9% quarter-over-quarter.
- 47 funds opened new Payoneer positions in Q4 2025 and 38 closed out, a net change of +9 holders.
- The largest Payoneer buyer in Q4 2025 was BNP Paribas Asset Management, an estimated $79.5M added.
- The largest Payoneer seller in Q4 2025 was Susquehanna Capital Management, an estimated $27.3M sold.
Based on aggregated 13F filings for Q4 2025.